Global Market Comments May 2, 2024 Fiat Lux Featured Trade: (THE UNITED STATES OF DEBT) (TLT)
Global Market Comments May 1, 2024 Fiat Lux Featured Trade: (SEVEN REASONS TO BUY CHARLES SCHWAB), (SCHW), (TLT), (GS), (MS), (C), (BAC), (TESTIMONIAL), (TAKING A BITE OUT OF STEALTH INFLATION)
Looking for a financial to add to your tech-heavy portfolio? I think the nimble investor can pick up shares of online broker Charles Schwab (SCHW) and gain an outsized return. That’s assuming that the current correction in the stock market remains in single digits, and doesn’t explode into a full-blown bear market. There are many
Dear John, I loved your trades this year! 10% plus in a day? I’ll take as many of those as you can dream up. And pulling this off in this boring market is incredible. After reading BS and extreme negativity in my other newsletters all day long, you are a breath of fresh air. Keep
When I visited the local fire station in the spring, I was snared by some uniformed pre-teens, backed by beaming mothers behind a card table selling Girl Scout cookies. I was a pushover. I walked away with a bag of Thin Mints, Lemon Chalet Creams, Do-Si-Dos, and Tagalongs. I have to confess a lifetime addiction
“There is one peculiarity about mass psychology in that when you are in a bubble, you can't see it. Bubbles are invisible when you are inside the bubble,” said the charming Jim Dines of The Dines Letter.
Global Market Comments April 30, 2024 Fiat Lux Featured Trade: (MAY 8 GALAPAGOS ISLANDS STRATEGY LUNCHEON) SPECIAL AMAZON ISSUE (WHY I’M LOOKING AT AMAZON), (AMZN)
Come join me for lunch for my Global Strategy Luncheon, which I will be conducting in the Galapagos Islands at 12:00 PM on Friday, May 8, 2024. A three-course lunch is included. I’ll be giving you my up-to-date view on stocks, bonds, currencies commodities, precious metals, and real estate. And to keep you in suspense,
At the beginning of 2023, Amazon was universally despised. It shares having dropped by more than half during 2022, the company was believed to be hobbled by rising competition, an out-of-date business model, and an imminent antitrust suit. What a difference 16 months makes. I believe there is a good chance that this creation of
"Forget what you know about buying fair businesses at wonderful prices. Instead, buy wonderful business at fair prices," said Oracle of Omaha, Warren Buffett.
Global Market Comments April 29, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or DIGESTION TIME) (NVDA), (FCX), (META), (MSFT), (TLT), (TSLA), (AAPL), (VISA), (FCX), (COPX), (GOOGL), (A TRIP TO CUBA)
“I think the market is going to get slammed this summer. The Fed is bad for financials, the dollar is a problem for industrials, and commodities are a problem for everybody,” said Scott Nations, president of NationShares.
Global Market Comments April 25, 2024 Fiat Lux Featured Trade: (RISK CONTROL FOR DUMMIES) or (THE HEADS I WIN, TAILS YOU LOSE STRATEGY), (SPY), (FCX), (NVDA), (TLT)
Whenever I change my positions, the market makes a major move, suffers a “black swan” or reaches a key level, I stress test my portfolio by inflicting various scenarios upon it and analyzing the outcome. This is common practice and second nature for most hedge fund managers. In fact, the larger ones will use top-of-the-line
Favorite headline of the day: "Greece Offers to Pay Back Debt With Giant Horse."
Global Market Comments April 24, 2024 Fiat Lux Featured Trade: (THEY’RE NOT MAKING AMERICANS ANYMORE) (SPY), (EWJ), (EWL), (EWU), (EWG), (EWY), (FXI), (EIRL), (GREK), (EWP), (IDX), (EPOL), (TUR), (EWZ), (PIN), (EIS)
If demographics is destiny, then America’s future looks bleak. You see, they’re not making Americans anymore. At least that is the sobering conclusion of the latest Economist magazine survey of the global demographic picture. I have long been a fan of demographic investing, which creates opportunities for traders to execute on what I call “intergenerational
Global Market Comments April 23, 2024 Fiat Lux Featured Trade: (WHY MOST SPAC’S ARE A SCAM) (DJT), (PSTH), (SPAK), (NKLA)
I have been watching with some amusement the trading of the Trump Media & Technology Group (DJT). After the IPO was issued in 2023, it soared to $130, then collapsed to $15. It has just completed another round trip, plunging 50% over the last month. This is for a company that posted a horrific $58